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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4051 |
VM
4051
Venator Management
Pittsburgh,
Pennsylvania
| $416M | -$27.8M | -6% | 10.2% | 101% | 31 | 22.58% | 2.6 |
|
| 4052 |
4052
Howard Hughes Medical Institute
Chevy Chase,
Maryland
| $416M | +$241M | +138% | 7.04% | 70.9% | 503 | 94.43% | 0.7 |
|
| 4053 |
4053
Syverson Strege & Co
West Des Moines,
Iowa
| $416M | -$6.93M | -2% | 0.56% | 74% | 177 | 10.73% | 1.9 |
|
| 4054 |
4054
InceptionR
Lafayette,
California
| $415M | +$55M | +15% | 1.35% | 62.9% | 951 | 74.13% | 0.3 |
|
| 4055 |
4055
Retirement Management Systems
Leonardtown,
Maryland
| $415M | +$24.2M | +6% | 0.62% | – | 58 | 18.97% | 0.2 |
|
| 4056 |
SCMS
4056
Serenity Capital Management (Singapore)
Singapore
| $414M | +$37.6M | +10% | 1.9% | 21% | 10 | 10% | 1.1 |
|
| 4057 |
4057
Strategic Investment Solutions
Orland Park,
Illinois
| $414M | -$1.89M | -0.5% | 0.08% | – | 736 | 17.93% | 1.8 |
|
| 4058 |
4058
Milestone Investment Advisors
Middleton,
Wisconsin
| $414M | +$919K | +0.2% | 2.06% | 56.9% | 142 | 8.45% | 2.5 |
|
| 4059 |
4059
Kelly Financial Services
Braintree,
Massachusetts
| $414M | +$14.9M | +4% | 1.13% | 64.3% | 142 | 23.24% | 3.2 |
|
| 4060 |
4060
Sequent Planning
Omaha,
Nebraska
| $414M | +$20.7M | +5% | 1.13% | – | 253 | 15.02% | 1.1 |
|
| 4061 |
4061
Square Wave Capital
Brooklyn,
New York
| $413M | -$16.8M | -4% | 8.24% | – | 14 | 50% | 0.5 |
|
| 4062 |
4062
Watchman Group
Plano,
Texas
| $413M | -$5.67M | -1% | 1.06% | 54% | 77 | 5.19% | 3.7 |
|
| 4063 |
4063
Outlook Wealth Advisors
Shenandoah,
Texas
| $413M | -$29.1M | -7% | 0.62% | 76% | 335 | 18.51% | 2.2 |
|
| 4064 |
4064
Varenne Capital Partners
Paris,
France
| $413M | -$108M | -21% | 0.61% | 212% | 39 | 56.41% | 0.4 |
|
| 4065 |
LCM
4065
Lionstone Capital Management
New York
| $413M | -$19.6M | -5% | 4.33% | 74.1% | 12 | 0% | 5.2 |
|
| 4066 |
4066
Centennial Wealth Advisory
Traverse City,
Michigan
| $413M | +$34.9M | +9% | 0.19% | 63% | 182 | 20.88% | 2.2 |
|
| 4067 |
4067
Channel Wealth
Santa Barbara,
California
| $413M | +$17.8M | +5% | 3.59% | 68.1% | 190 | 17.89% | 2 |
|
| 4068 |
4068
Timber Creek Capital Management
Boston,
Massachusetts
| $412M | -$18M | -4% | 1.49% | 139% | 82 | 7.32% | 6.1 |
|
| 4069 |
4069
Standpoint Asset Management
Scottsdale,
Arizona
| $412M | -$25.4M | -6% | 2.26% | 71.9% | 8 | 0% | 3.3 |
|
| 4070 |
4070
Q3 Asset Management
Birmingham,
Michigan
| $412M | -$24.8M | -6% | 1.45% | 105% | 96 | 68.75% | 0.4 |
|
| 4071 |
PTB
4071
Pioneer Trust Bank
Salem,
Oregon
| $412M | -$18.9M | -4% | 3.84% | 75.7% | 86 | 15.12% | 7.8 |
|
| 4072 |
4072
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
| $412M | -$21.8M | -5% | 2.87% | 137% | 47 | 21.28% | 7 |
|
| 4073 |
4073
Hill Island Financial
Grand Rapids,
Michigan
| $412M | -$6.28M | -2% | 1.3% | 78.3% | 87 | 11.49% | 2.1 |
|
| 4074 |
4074
Sollinda Capital Management
Miami,
Florida
| $412M | +$20M | +5% | 0.64% | 37.4% | 88 | 29.55% | 1.5 |
|
| 4075 |
4075
G2 Capital Management
Columbus,
Ohio
| $411M | -$3.42M | -0.8% | 3.19% | 55.1% | 75 | 8% | 2.6 |
|